Jason Truesdale

Jason Truesdale

IFA | Regional Director - Europe

Financial advisor with a long history of providing comprehensive financial planning advice to professionals in Europe, Asia and North and South-America. I have an in-depth knowledge of industry products, services and best practices and is adept at evaluating data and delivering sound advice based on risk tolerance, financial goals and individual circumstances.

I have worked in the CEE region for the last nine years, during which time I’ve built a solid foundation for clients across the region. I specialise in retirement planning, wealth and asset protection, investment portfolio creation and management, wealth transfer, and children’s education fee planning.

 

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